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Portfolio (Quarterly) Guide ↗

Verdence Capital Advisors LLC

· CIK 0001719305
13F Portfolio $1.9B AUM 660 positions Filed Jul 29, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 146 New 214 Added 254 Reduced 144 Exited
Page 10 of 33  ·  658 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 USHY ISHARES TR 51,624.0 $1.9M 0.10% -2K -4.4% $37.02 -0.2%
182 ADI ANALOG DEVICES INC Technology 4,801.0 $1.9M 0.10% +220.0 +4.8% $397.14 -5.9%
183 CMCSA COMCAST CORP NEW Communication Services 77,280.0 $1.9M 0.10% +9K +12.7% $24.55 +10.4%
184 PLD PROLOGIS INC. Real Estate 13,861.0 $1.9M 0.10% -1K -8.6% $135.47 +5.8%
185 O REALTY INCOME CORP Real Estate 30,065.0 $1.9M 0.10% -11K -26.5% $61.96 +1.4%
186 TXN TEXAS INSTRS INC Technology 6,128.0 $1.8M 0.10% -3K -32.3% $298.05 -12.8%
187 HONEYWELL INTL INC 8,073.0 $1.8M 0.10% NEW $223.90
188 IJK ISHARES TR 15,274.0 $1.8M 0.09% -266.0 -1.7% $117.50 -2.6%
189 USMV ISHARES TR 18,515.0 $1.8M 0.09% +4K +30.5% $96.46 +5.2%
190 CLMB CLIMB GLOBAL SOLUTIONS INC Technology 76,566.0 $1.8M 0.09% NEW $23.21 +17.4%
191 EBAY EBAY INC. Consumer Cyclical 15,757.0 $1.8M 0.09% -4K -19.5% $111.75 -5.1%
192 NGG NATIONAL GRID PLC Utilities 21,124.0 $1.8M 0.09% -6K -23.2% $82.87 -2.0%
193 IEUR ISHARES TR 23,235.0 $1.7M 0.09% +1K +4.8% $75.17 +4.8%
194 HONEYWELL AEROSPACE INC 7,880.0 $1.7M 0.09% NEW $221.08
195 CME CME GROUP INC Financial Services 7,790.0 $1.7M 0.09% +2K +28.1% $220.84 +25.6%
196 JBL JABIL INC Technology 4,446.0 $1.7M 0.09% -6K -56.1% $385.47 -19.9%
197 ADP AUTOMATIC DATA PROCESSING IN Industrials 7,628.0 $1.7M 0.09% +4K +92.6% $223.95 +26.3%
198 WEC WEC ENERGY GROUP INC Utilities 14,573.0 $1.7M 0.09% +9K +147.6% $116.77 -8.6%
199 ECL ECOLAB INC Basic Materials 6,097.0 $1.7M 0.09% -504.0 -7.6% $278.63 +3.9%
200 PSX PHILLIPS 66 Energy 10,033.0 $1.7M 0.09% $169.05 +40.1%
Page 10 of 33  ·  658 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.7%
Financial Services 21.4%
Industrials 10.3%
Healthcare 8.4%
Consumer Cyclical 7.0%
Consumer Defensive 6.2%
Communication Services 5.6%
Energy 5.1%
Real Estate 2.5%
Utilities 2.0%